How big is Handy Group, Inc.'s plan?

Handy Group, Inc.'s plan reported $8.8M in assets and 112 participants for 2024.

Original filing (PDF)20250626085916NAL0012572912001

Handy Group, Inc.

Name: Handy Group, Inc. — Handy 401(k) Plan, Form 5500 (2024)
Creator: Handy Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Handy 401(k) Plan

401(k) retirement plan · Handy Group, Inc.'s Handy 401(k) Plan held $8.8M in plan assets for 112 participants in 2024.

Active participants

112

Accounts w/ balance

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

Plan identifiers

Handy Group, Inc.'s EIN is 03-0327551.

EIN 03-0327551

Plan number 001

Plan year 2024

ACK ID 20250626085916NAL0012572912001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Handy Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Handy Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score